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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,889 | $51,638-26.6% | $68,368-44.6% | $82,448-54.0% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 14.43% | 37.53%-23.1pp | 292.57%-278.1pp | 41.64%-27.2pp |
| Employer contribution / active EE | $660 | $2,047-67.8% | $2,649-75.1% | $2,551-74.1% |
| Participant deferral / active EE | $3,319 | $2,914+13.9% | $4,123-19.5% | $4,139-19.8% |
| Admin fee / account holder | $14,478 | $4,643+211.8% | $5,150+181.1% | $7,234+100.1% |